DP
IBHE

Denver PWM’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Denver PWM’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-37,582
Closed -$874K – 77
2025
Q3 		$874K Buy
37,582
+135
+0.4% +$3.13K 0.27% 41
2025
Q2 		$871K Sell
37,447
-5,187
-12% -$120K 0.27% 41
2025
Q1 		$991K Sell
42,634
-814
-2% -$18.9K 0.36% 37
2024
Q4 		$1.01M Sell
43,448
-222,226
-84% -$5.16M 0.39% 34
2024
Q3 		$6.19M Buy
265,674
+17,067
+7% +$396K 2.35% 15
2024
Q2 		$5.79M Buy
+248,607
New +$5.79M 2.31% 15

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Denver PWM's IBHE Position: Q4 2025 in Review

Denver PWM sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 37,582 shares — an estimated $874K sold.

Denver PWM first reported a position in IBHE in Q2 2024 and held it in 6 quarters. The position peaked at $6.19M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Denver PWM reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Denver PWM sold 37,582 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $874K.
  • Denver PWM first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 6 quarters.
  • Denver PWM's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $6.19M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Denver PWM's 13F filing for Q4 2025, filed 11 Feb 2026.